5 X Client Services Officer

1 week ago


Sydney Central Business District, Australia HAYS Full time

Industry leading wealth product Perm full-time position based in Sydney CBD - only two days in the office
**Your new company**
A fantastic organisation that was experienced a huge growth amount of growth over the last 15 years. They have projected past the ‘start up’ phase and are now an award-winning, established business that holds a strong track-record for delivering marketing-leading solutions within wealth management. Their innovative products empower financial advisors to deliver unparalleled financial futures for their clients. You will contribute by providing customer excellence through the expertise and education provided to you, by a supportive and hard-working organisation.

**Your new role**
The primary responsibility for this role will be the first point of contact for advisors through phone or online/live-chat channels. The key focus here will be to provide exceptional customer service and excellence in the customer experience. Other responsibilities will include:

- Client account maintenances and updating of accounts
- Draft and produce client communications as required by advisors and managers
- All associated compliance, legislation and administration

**What you'll need to succeed**
- Ideally you will come from a background of managed funds, superannuation, wealth or financial services
- Previous experience working in contact centre environments that service high call and chat volumes is essential
- Desired would be a working knowledge of insurance products both inside and outside of superannuation
- The ability and drive to become an expert in wealth management, by being a self-starter, hard-worked and a passion for acquiring knowledge
- PR and Citizens only who can commit to a perm fulltime role in the Sydney CBD with hours rotating between 08:00-19:00

**What you'll get in return**
- Perm fulltime role in Sydney CBD offering $70-$75k + super + bonuses for those with a wealth management background
- Join a fast-paced business that creates genuine career pathways for their best and brightest
- 2 days in the office only after training
- Comprehensive training and acquisition of knowledge, will put you through your RG146 if you have not so already and empower you with whatever you need to become a wealth expert
- Additional leave, unlimited access to LinkedIn Learning, staff benefits and discount schemes for huge amount of organisations

**What you need to do now**

**LHS 297508** #2721388



  • Sydney Central Business District, Australia Mane Consulting Full time

    Contract - Sydney CBD, New South Wales - Posted 1 hour ago - AU$26 - AU$30 per hour USD / Year - Salary: AU$26 - AU$30 per hour A Global Insurance Company requires a Part-Time Client Services / Office Support person to support their Operations for a 3-6 month term. Points to Consider: - Provide High level Customer Service to major clients across the...


  • Sydney Central Business District, Australia HAYS Full time

    2 x Credit Controller roles, based in the CBD, paying $76800 + Super + 10% KPI Bonus **Your new company** This Professional Property and Services company is looking for two permanent Credit Controllers to work in their Sydney CBD offices. The roles have arisen due to current Credit Controllers being promoted to Credit Analysts within the business. **Your...


  • Sydney Central Business District, Australia Talent International Full time

    **Job Details**: **Location** Sydney CBD **Salary** AU$50 - AU$60 per hour **Job Type** Full Time **Ref** BBBH100625_1681183034 **Contact** Uvez Ahmed **Posted** about 5 hours ago Talent International is currently recruiting for a **Digital Contracts and Finance Officers x 2 **to work for one of our **Federal Government clients** based in...


  • Sydney Central Business District, Australia People Intelligence Full time

    You will be working for a small Company in Sydney CBD that has 3 sites in the city that offers professional serviced offices to corporate clients that allows flexibility in the workplace with services and office space. The company is agile and nimble and fast growing and is looking for an Area Sales Manager who is a real people person and who can showcase...


  • Brisbane Central Business District, Australia HAYS Full time

    Permanent, full time opportunity with reputable accounting firm! CBD based. **Your new company** Come and join one of Australia's most trusted accounting firms! With services across audit, accountancy, advisory, tax and legal, this company prides itself on their personalised approach and dedication to making a difference. They have a presence in 90...


  • Brisbane Central Business District, Australia Australian Government Department of Defence Full time

    $80,487 - $86,211 (plus Super) - Brisbane CBD - QLD **The Role** The APS 5 Business Support Officer will undertake a range of simple to moderately complex administration tasks in support of the Utility Helicopter Systems Program Office (UHSPO). Duties include travel management responsibilities such as undertaking bookings and providing members guidance on...


  • Sydney, Australia BespokeHR Full time

    Are you currently a CSO who is passionate about servicing clients to a high standard? Are looking for a fresh, innovative and supportive environment to work and develop in? Read on.... - Award winning leading company within Financial Services - Based in the CBD - established and growing Company - Come and join a dynamic, flexible, supportive and fun...


  • Brisbane Central Business District, Australia HAYS Full time

    Permanent, full time opportunity with leading Australian company **Your new company** Your new company is a market leader, providing investigative services to the finance sector. With several offices around Australia, the firm has embraced change and innovation over the years, to create their genuine, empathetic reputation which they pride themselves...


  • Sydney Central Business District, Australia Aston Carter Full time

    **Job Snapshot**: **Location**: - Sydney CBD**Work Type**: - Contract **Category**: - Sales & Marketing **Job ID**: - 536218**Job Summary**: Aston Carter has an exciting contract opportunity until 31st December (with intention of extension)with one of the biggest social networking and tech companies. It is a Publisher Side digital marketing role. You...


  • Sydney Central Business District, Australia HAYS Full time

    Are you a recent graduate with excellent customer support skills? Are you enthusiastic about driving & Travel **Customer Facing Support Officers x 2** **Your new company** Think of it like this. If you can communicate well with people, you are savvy with technology and a fast learner, then this is the role for you! **Your new role** Some of the...